Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.73%
3 year
11.12%
5 year
10.41%
10 year
8.57%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
17.22%
Sharpe
0.74
Sortino
1.49
Max drawdown
-36.85%
Best month
12.72%
Worst month
-26.11%
Beta vs VTSAX
1.00
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.